Agent Financial Advisor MCP Server

by mytomclinic Your server? Claim it

answering

Agent Financial Advisor is answering right now. Last checked 8 min ago. It exposes 7 tools.

Compliance, risk, tax and audit checks for AI trading agents: pre-trade, sizing, wash sales, Reg BI.

Uptime history 3 hours of history

3 hours agonow

100.0%

Uptime 24h

9 of 9 checks

Tools

read from the server

60 ms

Response time

average over 24h

open, no key

Access

streamable-http

Nothing serious here today

Today is the operative word: we check Agent Financial Advisor every 15 minutes and re-read its code on every release. Watch it and you find out the day that stops being true.

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 8 min ago.

Claude Code Claude Desktop Codex Cursor VS Code

run in your terminal

claude mcp add agent-financial-advisor --transport http https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp

~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "agent-financial-advisor": {
      "url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
    }
  }
}

~/.codex/config.toml

[mcp_servers.agent-financial-advisor]
url = "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"

.cursor/mcp.json

{
  "mcpServers": {
    "agent-financial-advisor": {
      "url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
    }
  }
}

.vscode/mcp.json

{
  "mcpServers": {
    "agent-financial-advisor": {
      "url": "https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp"
    }
  }
}

Available tools 7

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

portfolio

portfolio_review

A periodic advisor review of a portfolio: weights, concentration (HHI and effective number of holdings), sector and asset-class exposure, drift from targets with the trades to rebalance, and, given return history, volatility, Sharpe, Sortino, drawdown, VaR/CVaR and beta. Ends with prioritized findings. Price: $0.05.

position

position_size

Size a position the way a risk manager would: fixed-fractional risk to a stop, volatility targeting (ATR or annualized vol), or fractional Kelly from your edge statistics. Applies a max-position cap and round lots, and explains the binding constraint. Price: $0.005.

pre

pre_trade_check

Run an order past a compliance officer and risk manager before sending it to the broker. Checks buying power, cash-account settlement violations, FINRA intraday margin (post-PDT) or legacy PDT limits, Reg SHO short-sale rules, wash-sale exposure, position concentration, per-trade risk versus stop, liquidity, spread, fat-finger prices, leverage and market hours. Returns approve / approve_with_warnings / reject with reasons and a resized quantity when useful. Price: $0.005.

rules

rules_digest

Free. The current US trading, margin, settlement and tax rules an agent must follow, with effective dates and sources. Includes changes your training data may predate, such as the June 2026 replacement of the Pattern Day Trader rule. Price: free.

strategy

strategy_audit

An independent performance auditor for a trading strategy or backtest. From a trade list and/or periodic returns it computes win rate, expectancy, profit factor, streaks, Sharpe/Sortino/drawdown, and tests whether the edge is real: t-stat, Probabilistic Sharpe Ratio and the Deflated Sharpe Ratio that corrects for how many variants you tried. Returns a verdict and red flags. Price: $0.1.

suitability

suitability_check

The compliance review a robo-advisor or advisory agent should run before recommending a portfolio to a person: compares the proposal with the client's age, horizon, risk tolerance, liquidity needs and experience under Reg BI / fiduciary standards, flags complex products, and returns a timestamped, hashed suitability memo for the audit file. Price: $0.03.

tax

tax_lot_plan

Act as the tax advisor for a sale: compares FIFO, LIFO, HIFO and minimum-tax lot selection, splits short- and long-term gains, estimates tax, flags wash sales, and notes lots about to turn long-term. With mode=harvest it scans positions for tax-loss harvesting. Price: $0.02.

Endpoints

URL	Transport	State	Latency	Checked
https://agent-financial-advisor.agent-financial-advisor.workers.dev/mcp	streamable-http	answering	53 ms	8 min ago

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Agent Financial Advisor — questions

Answers built from our own checks of this server.

What can Agent Financial Advisor do?

It exposes 7 tools, read directly from the server on our last check. Among them: portfolio_review, position_size, pre_trade_check, rules_digest, strategy_audit, suitability_check and 1 more. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →

Is Agent Financial Advisor working right now?

We send a real MCP handshake every 15 minutes. Over the last 24 hours 9 of 9 checks got a reply (100.0%), average response time 60 ms. The bar chart above shows every period we have measured.

How do I connect Agent Financial Advisor?

Copy the ready config from this page — we generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each with the file path that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.

Does Agent Financial Advisor need an API key?

No. Agent Financial Advisor completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 7 of them are readable on this page. This is what we observed, not what the docs claim.

How fast is Agent Financial Advisor?

It answers our handshake in 60 ms on average, which is faster than 93% of all working MCP servers we measure. That puts it in the quick quarter of the ecosystem. The comparison comes from our own checks across the whole registry, every 15 minutes.